Filed February 3, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,593 | $58,694+40.7% | $142,863-42.2% | $85,850-3.8% |
| Participation rate | 90.2% | 58.5%+31.7pp | 71.9%+18.3pp | 69.3%+20.9pp |
| Annual return | 16.10% | 27.72%-11.6pp | 5637.54%-5621.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,927 | $1,423+105.8% | $4,144-29.4% | $2,565+14.1% |
| Participant deferral / active EE | $4,903 | $2,607+88.1% | $3,837+27.8% | $3,952+24.1% |
| Admin fee / account holder | $3,452 | $4,239-18.6% | $6,560-47.4% | $6,260-44.9% |